Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Portfolio Strategist, focusing on UK intermediary prospects and driving new business.
- Company: Insight Investment is a leading asset manager known for innovative investment solutions since 2002.
- Benefits: Enjoy a full-time role with opportunities for travel and professional growth in a dynamic environment.
- Why this job: Be part of a collaborative culture that values inclusivity and offers impactful work in asset management.
- Qualifications: 5-7 years in asset management, strong analytical skills, and excellent communication abilities required.
- Other info: We encourage applications from diverse backgrounds and provide accommodations during the application process.
The predicted salary is between 48000 - 72000 £ per year.
Insight Investment is looking for a Portfolio Strategist within Business Development to join the Distribution team.
Role Responsibilities
- Focus on UK intermediary prospects introduced via BNY EMEA, with a special focus on advisors across the country.
- Effectively communicate Insight's history and value proposition as an asset management firm.
- Communicate the firm's fixed income product offerings, investment philosophy, processes, and resources to strategically position the firm against industry competitors and drive new business.
- Position strategies and represent the firm and its products with internal and external sales teams, end clients, and prospects.
- Maintain highly consultative and solutions-based discussions with existing and prospective investors.
- Contribute to the development of materials such as investment content for new business proposals, sales due diligence, and presentation materials.
- Public speaking at relevant conferences in the UK.
- Work closely with BNY EMEA sales on creating new business opportunities and building Insight's profile with IFA prospects.
- Respond to client requests promptly and accurately, approaching all challenges in a client-centric manner.
- Lead from an Insight perspective on the progression of opportunities, pitch preparation, and execution.
- Record prospecting activity, including opportunities created and pipeline progression.
- Assist BNY sales in responding to requests promptly and accurately, maintaining a client-centric approach.
Experience Required
- Ideally 5-7 years' asset management experience in a client-facing role such as sales or product specialist.
- Excellent understanding of fixed income.
- Strong investment and analytical acumen, with candidates having attained CFA and/or an advanced degree preferred.
- Willingness and ability to travel domestically 75% of the time, often visiting multiple cities weekly.
- Strong written and verbal communication skills, with the ability to explain complex ideas effectively to prospects with varying investment knowledge.
- Ability to build and maintain positive relationships with colleagues, including portfolio management and distribution professionals.
- Independent work style and high self-motivation.
Insight is committed to being an inclusive employer and encourages applications from all qualified candidates regardless of background, circumstances, age, disability, gender identity, ethnicity, religion, or sexual orientation.
For accommodations during the application process, please email us.
About Insight Investment
Insight Investment is a leading asset manager focused on designing investment solutions to meet clients' needs. Founded in 2002, Insight's collaborative approach has delivered strong investment performance and growth in assets under management. The firm manages assets across liability-driven investment, risk management, fixed income, currency, and absolute return strategies. Insight has a global presence with operations in the UK, Ireland, Germany, US, Japan, and Australia.
Additional Details:
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Business Development
Contact Detail:
Insight Investment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Strategist (London)
✨Tip Number 1
Familiarise yourself with Insight Investment's history and value proposition. Understanding their unique selling points will help you communicate effectively during interviews and discussions, showcasing your knowledge and enthusiasm for the firm.
✨Tip Number 2
Network with professionals in the asset management industry, particularly those who have experience with fixed income products. Attend relevant conferences or events to build connections and gain insights that could be beneficial during your application process.
✨Tip Number 3
Prepare to discuss your previous client-facing experiences in detail. Highlight specific examples where you've successfully built relationships and driven new business, as this aligns closely with the responsibilities of the Portfolio Strategist role.
✨Tip Number 4
Stay updated on current trends in the asset management sector, especially regarding fixed income strategies. Being knowledgeable about market developments will not only impress interviewers but also demonstrate your commitment to the role.
We think you need these skills to ace Portfolio Strategist (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management, particularly in client-facing roles. Emphasise your understanding of fixed income and any achievements that demonstrate your analytical acumen.
Craft a Compelling Cover Letter: Write a cover letter that clearly articulates your passion for the role and the firm. Discuss how your background aligns with Insight Investment's values and how you can contribute to their business development efforts.
Showcase Communication Skills: Since strong written and verbal communication skills are crucial for this role, consider including examples in your application that demonstrate your ability to explain complex ideas effectively to diverse audiences.
Highlight Client-Centric Approach: In your application, provide specific examples of how you've maintained a client-centric approach in previous roles. This could include instances where you responded to client requests or built positive relationships with stakeholders.
How to prepare for a job interview at Insight Investment
✨Know Your Fixed Income Inside Out
As a Portfolio Strategist, you'll need to demonstrate a strong understanding of fixed income products. Brush up on the latest trends and be prepared to discuss how Insight's offerings stand out against competitors.
✨Master Your Communication Skills
You'll be communicating complex investment ideas to a variety of stakeholders. Practice explaining these concepts clearly and concisely, ensuring you can adapt your language to suit different levels of investment knowledge.
✨Showcase Your Client-Centric Approach
Insight values a client-centric mindset. Be ready to share examples from your past experiences where you've successfully maintained relationships and addressed client needs promptly and effectively.
✨Prepare for Public Speaking
Since public speaking at conferences is part of the role, practice your presentation skills. Prepare a short pitch about Insight's value proposition that you can deliver confidently in front of an audience.
